You have your interpretation and the studies authors have another.  A newer  
study backs the author's original conclusions:

http://searchenterpriselinux.techtarget.com/news/article/0,289142,sid39_gci1299270,00.html

Suse is flat while Red Hat and Canonical have both grown substantially.  
Xandros, Mepis and other M$ deal makers are not mentioned.  

There can be a lot of reasons for this but the obvious one works best and the 
numbers show that the revolt is real.  Companies that strongly rejected M$'s 
deal have grown while Suse has not.  The article's authors are sceptical but 
alternate speculations don't make as much sense as Alfresco's do.  Whatever 
the reason,  the numbers deny the advantage of being a M$ partner.  
Enterprise customers see more value in Red Hat and Ubuntu than they do in 
Suse.  It is easy to attribute this to an underlying principle:  people 
interested in GNU/Linux don't like the things M$ does to them and want their 
freedom.  

No, I don't trust Novell's numbers anymore than I'd trust M$ about market 
share.  

Alfresco, Red Hat and IBM also turn up in two other stories today:

http://www.networkworld.com/news/2008/080808-linux-patent-pool-to-push.html

There are good guys and bad guys in the patent fight and the difference is  
clear.

Alfresco has also opened up it's content management system:

http://www.itweb.co.za/sections/enterprise/2008/0808080907.asp?S=Content%20Management&A=CNT&O=google

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